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- Tasks: Engage with pre-qualified clients to discuss annuity sales and financial planning.
- Company: Join an elite team partnered with an estate planning organisation for seamless client interactions.
- Benefits: Enjoy a six-figure income potential, dedicated support, and flexible scheduling.
- Why this job: Transform your career with guaranteed client appointments and impactful financial advising.
- Qualifications: Must hold an active Health and Life insurance license and have proven sales ability.
- Other info: Only 1-2 Advisors needed per state; must reside in the state of application.
The predicted salary is between 36000 - 60000 £ per year.
Unleash Your Potential as a Financial Advisor: Join Our Elite Team
Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that\’s tailor-made for you!
Why Us?
We\’re not offering you a job; we\’re providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.
We\’re not looking for an army of Agents; we\’re only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.)
The Opportunity (Must Live in the State You Are Applying For)
- As a Financial Advisor specializing in Annuity sales, you\’ll experience a career transformation like no other. Picture stepping into an environment where:
- Pre-engaged Clients: You\’ll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding.
- Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you\’ll have the potential to earn a strong six-figure income.
- Unparalleled Support: We\’re here to set you up for success. You\’ll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best—being in front of clients.
- Growth & Impact: Our growth opportunities are unmatched. If you\’re a proven producer ready to redefine your career in financial planning, we\’re eager to connect with you. You won\’t just be another Advisor; you\’ll be a vital part of our elite team, making a real impact on clients\’ financial futures.
Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you\’re a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning.
To be considered for this exciting opportunity, you must :
- Hold an active Health and Life insurance license.
- Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
- Clean U4 record (if currently registered).
- Must live in the State you are applying for!
- Enjoy Face to Face meeting with the Clients in their home.
- Proven sales ability with a track record of successful sales using a needs-based approach.
- Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Travel (within your home state) and willingness to meet with qualified clients.
As a Senior Market Financial Planner with us, you will enjoy the following benefits:
- 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
- Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
- Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best – providing expert financial advice.
- Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
- Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.
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Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350 employer: United Placement Group
Contact Detail:
United Placement Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350
✨Tip Number 1
Familiarise yourself with the specific financial products and services we offer. Understanding our portfolio will not only help you in client interactions but also demonstrate your commitment to potential employers.
✨Tip Number 2
Network with other financial professionals in your state. Building relationships with peers can lead to referrals and insights about the local market, which is crucial for success in this role.
✨Tip Number 3
Prepare to discuss your previous sales successes using a needs-based approach. Be ready to share specific examples that highlight your ability to connect with clients and meet their financial needs.
✨Tip Number 4
Make sure you are comfortable with face-to-face meetings. Practising your communication skills in person will help you build rapport with clients, which is essential for closing sales in this role.
We think you need these skills to ace Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your experience as an Insurance Agent or Financial Advisor, particularly in annuity sales. Use specific examples of your past successes and how they relate to the role.
Showcase Your Licenses: Clearly state that you hold an active Health and Life insurance license. If you have a Series 65 license or are willing to obtain it, mention this prominently in your application.
Demonstrate Sales Ability: Provide evidence of your proven sales ability using a needs-based approach. Include metrics or achievements that showcase your success in previous roles.
Tailor Your Application: Customise your CV and cover letter to reflect the unique aspects of this opportunity. Mention your willingness to meet clients face-to-face and your proficiency in Microsoft Office, as these are key requirements for the role.
How to prepare for a job interview at United Placement Group
✨Showcase Your Sales Success
Be prepared to discuss your previous sales achievements in detail. Highlight specific examples where you successfully used a needs-based approach to close deals, as this aligns perfectly with the company's focus on engaging pre-qualified clients.
✨Demonstrate Industry Knowledge
Brush up on your knowledge of annuities and financial planning. Being able to speak confidently about current trends and products will show that you're not just qualified but also passionate about the industry.
✨Emphasise Your Client Engagement Skills
Since the role involves face-to-face meetings with clients, share experiences that demonstrate your ability to build rapport and trust quickly. This is crucial for making impactful connections with clients who are ready to discuss their financial futures.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s support systems and growth opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for your career aspirations.
